Liquid Cooling and AI Data Center Daily | 2026-07-05

A daily English mirror of liquid cooling, AI data center efficiency, research papers, products, policy, financing, and supply-chain signals.

AI data center liquid cooling daily visual
Daily tracking of AI data centers, liquid cooling, power constraints, and infrastructure supply chains.
Collection window2026-07-04 08:00 北京时间 - 2026-07-05 08:00 北京时间
Industry heat score10/10
Updated2026-07-05 15:05 Beijing time

1. Executive brief

This English edition mirrors the same public-source dataset used by the Chinese daily report for 2026-07-05.

  • Collection window: 2026-07-04 08:00 北京时间 - 2026-07-05 08:00 北京时间.
  • Coverage snapshot: 8 industry items; 8 technology items; 8 paper or white-paper items; 8 video signals.
  • Current hot topics: 电力并网与能源约束, 智算中心 CapEx/扩建, NVIDIA Blackwell/GB200/GB300, AI 芯片供给与交付.
  • The heat score is 10/10 and should be read as a source-density signal, not as an investment indicator.

All claims should be verified against the original source links listed at the end of this report.

Academic and Industry Briefs

Papers, videos, industry updates, policy, financing, and projects are compressed into scannable tags with a title, summary, and source link.

Academic

Academic

Research papers, methods, research-oriented videos, and academic signals.

Paper 1 S

Grid-Interactive Thermal Management of AI Data Centers via Contextual Dis…

Thermal management in AI data centers is increasingly challenged by bursty workloads and uncertain heat generation. To prevent ther…

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算电协同
Paper 1S

Grid-Interactive Thermal Management of AI Data Centers via Contextual Distributionally Robust Optimization

Published
2026-07-01
Authors
Jiachen Shen, Jian Shi, Yijie Yang, Chenye Wu, Dan Wang, Ju Bin Song, Zhu Han
Theme
算电协同
Abstract

Thermal management in AI data centers is increasingly challenged by bursty workloads and uncertain heat generation. To prevent thermal violations, existing cooling strategies either enforce conservative, rigid bounds that severely limit grid responsiveness, or rely on forecast-driven controllers that perform poorly under AI workload uncertainty and distribution shifts. To overcome the above challenges, this paper proposes a Contextual Distributionally Robust Optimization (CDRO) framework for grid-interactive cooling control. Unlike standard DRO with fixed ambiguity sets, the proposed approach dynamically adapts the Wasserstein radius using real-time AI and grid context. This safely shrinks uncertainty bounds during stable regimes, unlocking deep demand-side flexibility. Theoretically, we formulate the control as an infinite-dimensional inf-sup problem, derive an exact tractable reformulation for the Wasserstein worst-case expected-cost term, and then derive a tractable conservative deterministic counterpart for the Distributionally Robust Conditional Value at Risk (DR-CVaR) thermal safety constraint. Solved via a scalable nested Alternating Direction Method of Multipliers (ADMM) algorithm, the CDRO controller achieves near-zero thermal violations under extreme workload spikes in high-fidelity EnergyPlus co-simulations. Simultaneously, it reduces the operational cost premium of robustness by approximately 13.7 percentage points relative to standard Min-Max Model Predictive Control (MPC).

Chinese interpretation

背景:AI 数据中心负载、功率密度和能源约束同步上升,算力负载与电网侧资源的协同调度正在成为智算中心设计的关键变量。问题:论文聚焦现有方案在效率、可靠性或工程协同上的瓶颈。方法:摘要显示作者采用建模优化、调度分析或算法评估,把运行负载、冷却/能源系统和基础设施约束放在同一分析框架中。结果:研究重点指向AI 负载波动对电网设备寿命和调频边界的影响。意义:对日报读者而言,它可用于判断智算中心建设是否受电网容量、负载波动和调度机制约束。仍需结合全文实验条件、样本范围和成本假设核验。

Reference

Jiachen Shen, Jian Shi, Yijie Yang, 等. Grid-Interactive Thermal Management of AI Data Centers via Contextual Distributionally Robust Optimization[J/OL]. (2026-07-01)[2026-07-05]. http://arxiv.org/abs/2607.00099v1.

arXiv Open Chinese poster
Paper 2 S

Financing Artificial Intelligence Infrastructure: Mapping AI Infrastructu…

Artificial intelligence depends on large-scale compute resources and their supporting infrastructure. However, AI governance debate…

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热管理与液冷
Paper 2S

Financing Artificial Intelligence Infrastructure: Mapping AI Infrastructure Investment and Compute Governance Across Africa

Published
2026-06-24
Authors
Kai-Hsin Hung, Sumaya Nur Adan, Krupa Suchak, Armita Sadeghian Barzoki, Kofi Yeboah, Mohammad Amir Anwar
Theme
热管理与液冷
Abstract

Artificial intelligence depends on large-scale compute resources and their supporting infrastructure. However, AI governance debates treat compute primarily as a technical input rather than as an outcome of investment, ownership, and financial control. This paper examines AI infrastructure investment flows across Africa through a systematic analysis of 46 publicly announced projects totalling USD $12.7 billion between 2019 and 2025. Using a value chain framework, we analyze who invests in AI-relevant infrastructure and where investments concentrate. Our findings reveal a highly concentrated landscape dominated by global data center operators, hyperscale technology firms, and development finance institutions, clustering in South Africa, Kenya, Nigeria, and Egypt. We introduce asymmetrical interdependence to describe a structural condition in which capital and physical infrastructure account for 73% of total funding while control remains concentrated in the compute layer among a small number of global technology firms. We argue that compute governance must account for capital flows, ownership, and control, not only geographic access, because these dynamics shape AI compute equity. Infrastructure presence is necessary but insufficient for meaningful governance capacity.

Chinese interpretation

背景:AI 数据中心负载、功率密度和能源约束同步上升,液冷、热管理和数据中心能效正在成为智算中心设计的关键变量。问题:论文聚焦现有方案在效率、可靠性或工程协同上的瓶颈。方法:摘要显示作者采用综述归纳和指标比较,把运行负载、冷却/能源系统和基础设施约束放在同一分析框架中。结果:研究重点指向能效评价口径、运营指标和优化目标的系统化梳理。意义:对日报读者而言,它可用于判断液冷方案、热管理路线和高密度部署节奏。仍需结合全文实验条件、样本范围和成本假设核验。

Reference

Kai-Hsin Hung, Sumaya Nur Adan, Krupa Suchak, 等. Financing Artificial Intelligence Infrastructure: Mapping AI Infrastructure Investment and Compute Governance Across Africa[J/OL]. (2026-06-24)[2026-07-05]. http://arxiv.org/abs/2606.28404v1.

arXiv Open Chinese poster
Paper 3 S

Hot AI in Cold Space: Thermal-Crosstalk-Aware Scheduling for Sustainable …

Terrestrial AI training faces an unsustainable energy and water crisis, positioning Orbital Data Centers (ODCs) as a "zero operatio…

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AI 运维优化
Paper 3S

Hot AI in Cold Space: Thermal-Crosstalk-Aware Scheduling for Sustainable Orbital AI Clusters

Published
2026-06-23
Authors
Shuyi Chen, Zhengchang Hua, Nikos Tziritas, Georgios Theodoropoulos
Theme
AI 运维优化
Abstract

Terrestrial AI training faces an unsustainable energy and water crisis, positioning Orbital Data Centers (ODCs) as a "zero operational carbon" alternative. However, the sub-$10μ\text{s}$ communication latency required for synchronized scientific workloads, such as distributed Large Language Model (LLM) training, forces ODCs into extreme physical density, triggering a critical "Proximity-Thermal Paradox." As these high-density systems scale into Monolithic Structures or Proximity Swarms, they suffer from intense thermal-fluid crosstalk (heat traps in shared cooling loops) and thermal-radiative crosstalk (mutual heating that blocks deep-space cooling radiators). If left unmitigated, this persistent heat stagnation not only triggers severe thermal throttling that degrades training throughput, but also induces severe thermal fatigue, drastically shortening hardware lifespans and generating premature space e-waste. To make orbital AI truly sustainable, this position paper challenges traditional uniform load-sharing. We propose the Thermal-Aware Heterogeneity Thesis, which treats spatial cooling variances as a primary resource management dimension. Building on this, we introduce Thermal-Load Balancing (TLB), a software framework that dynamically migrates these intensive workloads to the coolest available units based on instantaneous fluid temperatures or absorbed radiation. Our analysis demonstrates that TLB resolves thermal bottlenecks to restore Model Flops Utilization (MFU), while simultaneously reducing physical thermal stress. Extending the operational lifespan of orbital hardware is crucial to amortize the massive embodied carbon of rocket launches, outlining a necessary pathway to scale orbital AI without accelerating e-waste.

Chinese interpretation

背景:AI 数据中心负载、功率密度和能源约束同步上升,AI 运维、负载预测和设施调优正在成为智算中心设计的关键变量。问题:论文聚焦现有方案在效率、可靠性或工程协同上的瓶颈。方法:摘要显示作者采用建模优化、调度分析或算法评估,把运行负载、冷却/能源系统和基础设施约束放在同一分析框架中。结果:研究重点指向AI 负载波动对电网设备寿命和调频边界的影响。意义:对日报读者而言,它可用于判断AI 工具是否能降低运维复杂度并提升可用性。仍需结合全文实验条件、样本范围和成本假设核验。

Reference

Shuyi Chen, Zhengchang Hua, Nikos Tziritas, 等. Hot AI in Cold Space: Thermal-Crosstalk-Aware Scheduling for Sustainable Orbital AI Clusters[J/OL]. (2026-06-23)[2026-07-05]. http://arxiv.org/abs/2606.26150v2.

arXiv Open Chinese poster
Paper 4 S

A Bilevel Framework for Data Center-Grid Coordination with DLMPs in Unbal…

This paper proposes a grid-aware coordination framework between data centers and distribution grids using a DLMP-based bilevel opti…

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算电协同
Paper 4S

A Bilevel Framework for Data Center-Grid Coordination with DLMPs in Unbalanced Three-Phase Distribution Systems

Published
2026-06-25
Authors
Arash Baharvandi, Duong Tung Nguyen
Theme
算电协同
Abstract

This paper proposes a grid-aware coordination framework between data centers and distribution grids using a DLMP-based bilevel optimization model. The data center aggregator (DCA) determines active power demand in response to distribution locational marginal prices (DLMPs), while the distribution system operator (DSO) solves a network-constrained optimal power flow problem to determine DLMPs in an unbalanced three-phase system. The model incorporates both active and reactive power consumption of data centers to evaluate their impacts on voltage regulation and phase imbalance. To mitigate adverse network effects, two operating cases are analyzed: without reactive power compensation and with static var generator (SVG)-based compensation. The proposed approach is validated on the IEEE 37-bus unbalanced distribution test system. Simulation results show that DLMP-based coordination captures economically efficient data center operation, and phase- and location-dependent network conditions, while SVG-based compensation improves voltage profiles and reduces phase unbalance.

Chinese interpretation

背景:AI 数据中心负载、功率密度和能源约束同步上升,算力负载与电网侧资源的协同调度正在成为智算中心设计的关键变量。问题:论文聚焦现有方案在效率、可靠性或工程协同上的瓶颈。方法:摘要显示作者采用建模优化、调度分析或算法评估,把运行负载、冷却/能源系统和基础设施约束放在同一分析框架中。结果:研究重点指向AI 负载波动对电网设备寿命和调频边界的影响。意义:对日报读者而言,它可用于判断智算中心建设是否受电网容量、负载波动和调度机制约束。仍需结合全文实验条件、样本范围和成本假设核验。

Reference

Arash Baharvandi, Duong Tung Nguyen. A Bilevel Framework for Data Center-Grid Coordination with DLMPs in Unbalanced Three-Phase Distribution Systems[J/OL]. (2026-06-25)[2026-07-05]. http://arxiv.org/abs/2606.26328v1.

arXiv Open Chinese poster
Paper 5 S

AI Data Centers and the Water Use Feedback Loop

AI data centres consume water for cooling, water scarcity constrains siting, and AI tools can improve water system efficiency. Thes…

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热管理与液冷
Paper 5S

AI Data Centers and the Water Use Feedback Loop

Published
2026-06-20
Authors
Basit A. Akinade, Amobichukwu C. Amanambu, Jonathan M. Frame, Shaolei Ren
Theme
热管理与液冷
Abstract

AI data centres consume water for cooling, water scarcity constrains siting, and AI tools can improve water system efficiency. These dynamics are studied separately yet form a feedback loop. This review formalises the Water and AI Feedback Loop, introduces the Water Consumption Impact index to quantify community-scale utility burden, and demonstrates across ten US sites that burden spans three orders of magnitude, from 0.2% to 134% of host capacity.

Chinese interpretation

背景:AI 数据中心负载、功率密度和能源约束同步上升,液冷、热管理和数据中心能效正在成为智算中心设计的关键变量。问题:论文聚焦现有方案在效率、可靠性或工程协同上的瓶颈。方法:摘要显示作者采用综述归纳和指标比较,把运行负载、冷却/能源系统和基础设施约束放在同一分析框架中。结果:研究重点指向冷却效率、能源利用或运维策略的改进方向。意义:对日报读者而言,它可用于判断液冷方案、热管理路线和高密度部署节奏。仍需结合全文实验条件、样本范围和成本假设核验。

Reference

Basit A. Akinade, Amobichukwu C. Amanambu, Jonathan M. Frame, 等. AI Data Centers and the Water Use Feedback Loop[J/OL]. (2026-06-20)[2026-07-05]. http://arxiv.org/abs/2606.21760v1.

arXiv Open Chinese poster
Paper 6 S

GaN Power Devices and Converter Architectures for AI Data Centers: Effici…

The growth of artificial-intelligence workloads is increasing the electrical and thermal demands on data-center power-delivery syst…

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算电协同
Paper 6S

GaN Power Devices and Converter Architectures for AI Data Centers: Efficiency, Reliability, and Deployment Pathways

Published
2026-06-24
Authors
Donald Intal, Abasifreke Ebong
Theme
算电协同
Abstract

The growth of artificial-intelligence workloads is increasing the electrical and thermal demands on data-center power-delivery systems, making conversion efficiency, power density, and reliability critical design priorities. This review examines how gallium-nitride (GaN) power devices can be matched to specific stages of the grid-to-load conversion chain, including power-factor correction, isolated DC/DC conversion, 48-V intermediate-bus conversion, and point-of-load regulation. Si, SiC, and GaN are compared using converter-relevant metrics, and lateral, vertical, and specialized GaN architectures are evaluated in terms of voltage scalability, switching behavior, reverse conduction, thermal pathways, gate control, and technology maturity. The analysis shows that GaN provides a stage-dependent rather than universal advantage. Commercial lateral GaN HEMTs are particularly effective in high-frequency, low-to-mid-voltage stages, while specialized and hybrid devices support bidirectional operation, normally-off control, extreme conversion ratios, and integration. Vertical GaN remains an emerging option for higher-voltage and higher-power conversion. A quantitative framework links cascaded converter efficiency to electrical-loss reduction, cooling demand, annual facility energy use, and operational carbon emissions. Broad deployment further requires low-parasitic packaging, disciplined gate-drive and EMI co-design, mission-profile reliability qualification, scalable manufacturing, and supply-chain resilience. GaN is therefore best treated as a stage-specific system lever whose value depends on coordinated device, topology, package, and thermal co-design.

Chinese interpretation

背景:AI 数据中心负载、功率密度和能源约束同步上升,算力负载与电网侧资源的协同调度正在成为智算中心设计的关键变量。问题:论文聚焦现有方案在效率、可靠性或工程协同上的瓶颈。方法:摘要显示作者采用综述归纳和指标比较,把运行负载、冷却/能源系统和基础设施约束放在同一分析框架中。结果:研究重点指向AI 负载波动对电网设备寿命和调频边界的影响。意义:对日报读者而言,它可用于判断智算中心建设是否受电网容量、负载波动和调度机制约束。仍需结合全文实验条件、样本范围和成本假设核验。

Reference

Donald Intal, Abasifreke Ebong. GaN Power Devices and Converter Architectures for AI Data Centers: Efficiency, Reliability, and Deployment Pathways[J/OL]. (2026-06-24)[2026-07-05]. http://arxiv.org/abs/2606.25281v1.

arXiv Open Chinese poster
Paper 7 S

From Tokens to Energy Flexibility: Quantization-Enabled Demand Response f…

The rapid growth of large language model (LLM) inference is creating significant data-center loads that face increasing energy-mana…

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算电协同
Paper 7S

From Tokens to Energy Flexibility: Quantization-Enabled Demand Response for Data Centers with LLM Inference Workloads

Published
2026-06-17
Authors
Bojun Du, Xiaoyi Fan, Ershun Du, Long Chen, Jianpei Han, Qingchun Hou, Ning Zhang, Chongqing Kang
Theme
算电协同
Abstract

The rapid growth of large language model (LLM) inference is creating significant data-center loads that face increasing energy-management challenges under tightening grid conditions and demand response (DR) requirements. Conventional data-center energy management mainly relies on temporal and spatial workload shifting and campus-level energy asset scheduling, but it usually treats LLM inference demand as an aggregate load. As a result, these approaches fail to exploit the internal characteristics of LLM serving and therefore overlook the flexibility offered by LLM-specific techniques such as model quantization. To unlock this flexibility, this paper proposes a quantization-enabled energy management framework for grid-responsive LLM inference data centers. First, a quantization-to-power model is established to map each model--quantization configuration to a compact set of dispatchable parameters. Second, a two-stage quantization-enabled DR model is developed to account for model instance switching, request routing, and precision selection. Third, a multi-campus co-optimization method is introduced for DR participation by integrating grid-side electricity and carbon signals with the quantization-enabled DR model. Case studies show that the proposed framework reduces total data-center operating cost by 34.3\% without curtailing served token volume, validating model quantization as an effective flexibility lever for grid-responsive LLM data-center energy management.

Chinese interpretation

背景:AI 数据中心负载、功率密度和能源约束同步上升,算力负载与电网侧资源的协同调度正在成为智算中心设计的关键变量。问题:论文聚焦现有方案在效率、可靠性或工程协同上的瓶颈。方法:摘要显示作者采用建模优化、调度分析或算法评估,把运行负载、冷却/能源系统和基础设施约束放在同一分析框架中。结果:研究重点指向AI 负载波动对电网设备寿命和调频边界的影响。意义:对日报读者而言,它可用于判断智算中心建设是否受电网容量、负载波动和调度机制约束。仍需结合全文实验条件、样本范围和成本假设核验。

Reference

Bojun Du, Xiaoyi Fan, Ershun Du, 等. From Tokens to Energy Flexibility: Quantization-Enabled Demand Response for Data Centers with LLM Inference Workloads[J/OL]. (2026-06-17)[2026-07-05]. http://arxiv.org/abs/2606.18851v1.

arXiv Open Chinese poster
Paper 8 S

Spatial Load Correlation in AI Data-Center-Dominated Power Systems

The proliferation of large-scale data centers introduces spatially correlated demand profiles that challenge the long-standing assu…

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算电协同
Paper 8S

Spatial Load Correlation in AI Data-Center-Dominated Power Systems

Published
2026-06-12
Authors
Chandan Chaudhary, Alaaeldein Abdelkader, Yansong Pei, Mohammed Benidris, Joydeep Mitra
Theme
算电协同
Abstract

The proliferation of large-scale data centers introduces spatially correlated demand profiles that challenge the long-standing assumption of statistical independence of loads in power system analysis. This paper examines the emergence of such load correlations and evaluates their impact on data-center-dominated grids. Analytical derivations reveal that correlated load fluctuations amplify aggregate stochastic disturbances, reduce voltage stability margins through weakened reactive power stiffness, and degrade frequency stability margin by erosion of natural load diversity effects. Real-time digital simulation studies confirm that moderate spatial correlation in distributed data centers produces simultaneous frequency deviations and voltage fluctuations across multiple buses. The findings offer transmission system operators a physics-based perspective to interpret emerging oscillatory phenomena and establish stability planning criteria grounded in measurable load-correlation structures rather than traditional diversity assumptions.

Chinese interpretation

背景:AI 数据中心负载、功率密度和能源约束同步上升,算力负载与电网侧资源的协同调度正在成为智算中心设计的关键变量。问题:论文聚焦现有方案在效率、可靠性或工程协同上的瓶颈。方法:摘要显示作者采用仿真建模和情景分析,把运行负载、冷却/能源系统和基础设施约束放在同一分析框架中。结果:研究重点指向AI 负载波动对电网设备寿命和调频边界的影响。意义:对日报读者而言,它可用于判断智算中心建设是否受电网容量、负载波动和调度机制约束。仍需结合全文实验条件、样本范围和成本假设核验。

Reference

Chandan Chaudhary, Alaaeldein Abdelkader, Yansong Pei, 等. Spatial Load Correlation in AI Data-Center-Dominated Power Systems[J/OL]. (2026-06-12)[2026-07-05]. http://arxiv.org/abs/2606.13853v1.

arXiv Open Chinese poster
Video B

The First US SMR Just Died — And It Took $1.4B With It ☢️

Compute & Concrete · Query: AI datacenter power grid university lecture。Useful as technical or research context.

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The First US SMR Just Died — And It Took $1.4B With It ☢️

专家讲座 · Compute & Concrete · Query:AI datacenter power grid university lecture

Open on YouTube
Video B

Collective Energy-Efficiency Approach to Data Center Networks Planning

MyProjectBazaar · Query: IEEE data center energy efficiency lecture。Useful as technical or research context.

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Collective Energy-Efficiency Approach to Data Center Networks Planning

学术讲座 · MyProjectBazaar · Query:IEEE data center energy efficiency lecture

Open on YouTube
Video B

DLS with Keren Bergmann: Scaling Energy-Efficient AI Systems Performance …

MPI for the Science of Light · Query: IEEE data center energy efficiency lecture。Useful as technical or research context.

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DLS with Keren Bergmann: Scaling Energy-Efficient AI Systems Performance with Photonic Connectivity

学术讲座 · MPI for the Science of Light · Query:IEEE data center energy efficiency lecture

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Video B

Energy-Efficient Management of Virtual Machines in Data Centers for Cloud …

Anton Beloglazov · Query: IEEE data center energy efficiency lecture。Useful as technical or research context.

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Energy-Efficient Management of Virtual Machines in Data Centers for Cloud Computing

学术讲座 · Anton Beloglazov · Query:IEEE data center energy efficiency lecture

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Video B

Enhanced geothermal for AI data centers: Devilish or divine? | James F. G…

TEDx Talks · Query: AI data center energy conference keynote。Useful as technical or research context.

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Enhanced geothermal for AI data centers: Devilish or divine? | James F. Groves | TEDxChantilly HS

学术会议报告 · TEDx Talks · Query:AI data center energy conference keynote

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Video B

Panel Discussion: India’s Transition to Liquid Cooling for AI-Ready Data …

W.Media- South Asia & Middle East · Query: data center liquid cooling conference presentation。Useful as technical or research conte…

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Panel Discussion: India’s Transition to Liquid Cooling for AI-Ready Data Centers

学术会议报告 · W.Media- South Asia & Middle East · Query:data center liquid cooling conference presentation

Open on YouTube
Topic B

电力并网与能源约束

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电力并网与能源约束

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智算中心 CapEx/扩建

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智算中心 CapEx/扩建

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NVIDIA Blackwell/GB200/GB300

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NVIDIA Blackwell/GB200/GB300

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Industry

Industry

Industry news, products, policy, financing, projects, and market-oriented videos.

Technology S

AI 算力基础设施动态:NVIDIA Blog 发布相关报道(原文标题:How NVIDIA’s Inference Software Stack…

Same-source item from the Chinese report. Verify details against the original linked source: AI 算力基础设施动态:NVIDIA Blog 发布相关报道(原文标题:Ho…

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TechnologyS

AI 算力基础设施动态:NVIDIA Blog 发布相关报道(原文标题:How NVIDIA’s Inference Software Stack Powers the Lowest Token Cost)

Summary

发布时间:2026-06-30;近 7 天补充观察,非 24 小时窗口内;细节以来源原文为准,本页不复述未核验扩展信息

Entities
NVIDIA
Metrics / amount
No reliable data
Source
NVIDIA Blog
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

NVIDIA Blog
Technology S

AI 算力基础设施动态:NVIDIA Blog 发布相关报道(原文标题:Claude Meets Blackwell Ultra: Anthrop…

Same-source item from the Chinese report. Verify details against the original linked source: AI 算力基础设施动态:NVIDIA Blog 发布相关报道(原文标题:Cl…

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TechnologyS

AI 算力基础设施动态:NVIDIA Blog 发布相关报道(原文标题:Claude Meets Blackwell Ultra: Anthropic’s Models Now Run on NVIDIA GB300 in Azure)

Summary

发布时间:2026-06-30;近 7 天补充观察,非 24 小时窗口内;细节以来源原文为准,本页不复述未核验扩展信息

Entities
NVIDIA
Metrics / amount
No reliable data
Source
NVIDIA Blog
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

NVIDIA Blog
Industry A

智算中心/数据中心建设进展:Data Center Dynamics 发布相关报道,涉及 300MW(原文标题:300MW data center…

Same-source item from the Chinese report. Verify details against the original linked source: 智算中心/数据中心建设进展:Data Center Dynamics 发布相…

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IndustryA

智算中心/数据中心建设进展:Data Center Dynamics 发布相关报道,涉及 300MW(原文标题:300MW data center campus proposed in Kent, UK)

Summary

发布时间:2026-07-03;近 7 天补充观察,非 24 小时窗口内;可核验指标:300MW;细节以来源原文为准,本页不复述未核验扩展信息

Entities
No reliable data
Metrics / amount
300MW
Source
Data Center Dynamics
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

Data Center Dynamics
Industry A

数据中心产业动态:Data Center Dynamics 发布相关报道(原文标题:Equinix-occupied data center in…

Same-source item from the Chinese report. Verify details against the original linked source: 数据中心产业动态:Data Center Dynamics 发布相关报道(原…

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IndustryA

数据中心产业动态:Data Center Dynamics 发布相关报道(原文标题:Equinix-occupied data center in Manchester, UK, sold to a new landlord - report)

Summary

发布时间:2026-07-03;近 7 天补充观察,非 24 小时窗口内;细节以来源原文为准,本页不复述未核验扩展信息

Entities
Equinix
Metrics / amount
No reliable data
Source
Data Center Dynamics
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

Data Center Dynamics
Industry A

数据中心产业动态:Data Center Dynamics 发布相关报道,涉及 $1.75 billion、10GW(原文标题:CPP Inves…

Same-source item from the Chinese report. Verify details against the original linked source: 数据中心产业动态:Data Center Dynamics 发布相关报道,涉…

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IndustryA

数据中心产业动态:Data Center Dynamics 发布相关报道,涉及 $1.75 billion、10GW(原文标题:CPP Investments to pump $1.75 billion into EQT and EdgeConneX's AI data center build-out)

Summary

发布时间:2026-07-03;近 7 天补充观察,非 24 小时窗口内;可核验指标:$1.75 billion、10GW;细节以来源原文为准,本页不复述未核验扩展信息

Entities
No reliable data
Metrics / amount
$1.75 billion、10GW
Source
Data Center Dynamics
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

Data Center Dynamics
Industry A

数据中心产业动态:Data Center Dynamics 发布相关报道(原文标题:New Jersey lawmakers pass bill …

Same-source item from the Chinese report. Verify details against the original linked source: 数据中心产业动态:Data Center Dynamics 发布相关报道(原…

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IndustryA

数据中心产业动态:Data Center Dynamics 发布相关报道(原文标题:New Jersey lawmakers pass bill to establish large load data center tariff)

Summary

发布时间:2026-07-03;近 7 天补充观察,非 24 小时窗口内;细节以来源原文为准,本页不复述未核验扩展信息

Entities
No reliable data
Metrics / amount
No reliable data
Source
Data Center Dynamics
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

Data Center Dynamics
Industry A

电力与能源约束观察:Data Center Dynamics 发布相关报道,涉及 $1.75bn、2GW(原文标题:National Grid V…

Same-source item from the Chinese report. Verify details against the original linked source: 电力与能源约束观察:Data Center Dynamics 发布相关报道,…

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IndustryA

电力与能源约束观察:Data Center Dynamics 发布相关报道,涉及 $1.75bn、2GW(原文标题:National Grid Ventures invests $1.75bn in Joulent for construction of gas plant powering 2GW Microsoft data center in Texas)

Summary

发布时间:2026-07-03;近 7 天补充观察,非 24 小时窗口内;可核验指标:$1.75bn、2GW;细节以来源原文为准,本页不复述未核验扩展信息

Entities
No reliable data
Metrics / amount
$1.75bn、2GW
Source
Data Center Dynamics
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

Data Center Dynamics
Industry A

数据中心产业动态:Data Center Dynamics 发布相关报道,涉及 18MW(原文标题:Nebius signs 18MW lease…

Same-source item from the Chinese report. Verify details against the original linked source: 数据中心产业动态:Data Center Dynamics 发布相关报道,涉…

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IndustryA

数据中心产业动态:Data Center Dynamics 发布相关报道,涉及 18MW(原文标题:Nebius signs 18MW lease with Merlin Properties at Spain data center - report)

Summary

发布时间:2026-07-03;近 7 天补充观察,非 24 小时窗口内;可核验指标:18MW;细节以来源原文为准,本页不复述未核验扩展信息

Entities
No reliable data
Metrics / amount
18MW
Source
Data Center Dynamics
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

Data Center Dynamics
Industry A

数据中心产业动态:Data Center Dynamics 发布相关报道(原文标题:Texas Governor Abbott calls for…

Same-source item from the Chinese report. Verify details against the original linked source: 数据中心产业动态:Data Center Dynamics 发布相关报道(原…

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IndustryA

数据中心产业动态:Data Center Dynamics 发布相关报道(原文标题:Texas Governor Abbott calls for data centers to be banned in rural areas)

Summary

发布时间:2026-07-03;近 7 天补充观察,非 24 小时窗口内;细节以来源原文为准,本页不复述未核验扩展信息

Entities
No reliable data
Metrics / amount
No reliable data
Source
Data Center Dynamics
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

Data Center Dynamics
Industry A

数据中心产业动态:Data Center Dynamics 发布相关报道(原文标题:Amazon's carbon emissions grow …

Same-source item from the Chinese report. Verify details against the original linked source: 数据中心产业动态:Data Center Dynamics 发布相关报道(原…

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IndustryA

数据中心产业动态:Data Center Dynamics 发布相关报道(原文标题:Amazon's carbon emissions grow by 16 percent in 2025, on the back of record data center capacity additions)

Summary

发布时间:2026-07-03;近 7 天补充观察,非 24 小时窗口内;细节以来源原文为准,本页不复述未核验扩展信息

Entities
No reliable data
Metrics / amount
No reliable data
Source
Data Center Dynamics
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

Data Center Dynamics
Technology A

液冷与热管理进展:Data Center Dynamics 发布相关报道(原文标题:German chemicals firm Wacker la…

Same-source item from the Chinese report. Verify details against the original linked source: 液冷与热管理进展:Data Center Dynamics 发布相关报道(原…

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TechnologyA

液冷与热管理进展:Data Center Dynamics 发布相关报道(原文标题:German chemicals firm Wacker launches data center immersion fluid)

Summary

发布时间:2026-07-03;近 7 天补充观察,非 24 小时窗口内;细节以来源原文为准,本页不复述未核验扩展信息

Entities
No reliable data
Metrics / amount
No reliable data
Source
Data Center Dynamics
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

Data Center Dynamics
Technology A

AI 算力基础设施动态:The Register 发布相关报道,涉及 10 GW(原文标题:SoftBank enters the rent-a-…

Same-source item from the Chinese report. Verify details against the original linked source: AI 算力基础设施动态:The Register 发布相关报道,涉及 10 …

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TechnologyA

AI 算力基础设施动态:The Register 发布相关报道,涉及 10 GW(原文标题:SoftBank enters the rent-a-GPU race as America looks for support for AI training)

Summary

发布时间:2026-07-03;近 7 天补充观察,非 24 小时窗口内;可核验指标:10 GW;细节以来源原文为准,本页不复述未核验扩展信息

Entities
No reliable data
Metrics / amount
10 GW
Source
The Register
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

The Register
Technology A

AI 算力基础设施动态:The Register 发布相关报道,涉及 $42 million(原文标题:Trouble keeps finding…

Same-source item from the Chinese report. Verify details against the original linked source: AI 算力基础设施动态:The Register 发布相关报道,涉及 $42…

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TechnologyA

AI 算力基础设施动态:The Register 发布相关报道,涉及 $42 million(原文标题:Trouble keeps finding Supermicro as strange server shipments attract police attention in Taiwan and Singapore)

Summary

发布时间:2026-07-02;近 7 天补充观察,非 24 小时窗口内;可核验指标:$42 million;细节以来源原文为准,本页不复述未核验扩展信息

Entities
Supermicro
Metrics / amount
$42 million
Source
The Register
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

The Register
Technology A

技术与产品进展:ServeTheHome 发布相关报道,涉及 2026 w(原文标题:ASRock Rack Had One of the Fir…

Same-source item from the Chinese report. Verify details against the original linked source: 技术与产品进展:ServeTheHome 发布相关报道,涉及 2026 w(…

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TechnologyA

技术与产品进展:ServeTheHome 发布相关报道,涉及 2026 w(原文标题:ASRock Rack Had One of the First Arm AGI Servers at Computex 2026)

Summary

发布时间:2026-07-04;近 7 天补充观察,非 24 小时窗口内;可核验指标:2026 w;细节以来源原文为准,本页不复述未核验扩展信息

Entities
No reliable data
Metrics / amount
2026 w
Source
ServeTheHome
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

ServeTheHome
Technology A

技术与产品进展:Data Center Knowledge 发布相关报道(原文标题:Rack-Based Environmental Monito…

Same-source item from the Chinese report. Verify details against the original linked source: 技术与产品进展:Data Center Knowledge 发布相关报道(原…

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TechnologyA

技术与产品进展:Data Center Knowledge 发布相关报道(原文标题:Rack-Based Environmental Monitoring: Benefits, Insights, and Getting Started)

Summary

发布时间:2026-06-30;近 7 天补充观察,非 24 小时窗口内;细节以来源原文为准,本页不复述未核验扩展信息

Entities
No reliable data
Metrics / amount
No reliable data
Source
Data Center Knowledge
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

Data Center Knowledge
Policy A

智算中心/数据中心建设进展:Data Center Knowledge 发布相关报道(原文标题:NERC Flags AI Data Center…

Same-source item from the Chinese report. Verify details against the original linked source: 智算中心/数据中心建设进展:Data Center Knowledge 发布…

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PolicyA

智算中心/数据中心建设进展:Data Center Knowledge 发布相关报道(原文标题:NERC Flags AI Data Center Grid Risks in Report)

Summary

发布时间:2026-07-03;近 7 天补充观察,非 24 小时窗口内;细节以来源原文为准,本页不复述未核验扩展信息

Entities
No reliable data
Metrics / amount
No reliable data
Source
Data Center Knowledge
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

Data Center Knowledge
Financing A

AI 算力基础设施动态:The Register 发布相关报道(原文标题:Nvidia floats double-dipping datacen…

Same-source item from the Chinese report. Verify details against the original linked source: AI 算力基础设施动态:The Register 发布相关报道(原文标题:N…

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FinancingA

AI 算力基础设施动态:The Register 发布相关报道(原文标题:Nvidia floats double-dipping datacenter financing scheme)

Summary

发布时间:2026-07-03;近 7 天补充观察,非 24 小时窗口内;细节以来源原文为准,本页不复述未核验扩展信息

Entities
NVIDIA
Metrics / amount
No reliable data
Source
The Register
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

The Register
Financing A

电力与能源约束观察:Data Center Knowledge 发布相关报道(原文标题:Stargate Update: AI’s Biggest…

Same-source item from the Chinese report. Verify details against the original linked source: 电力与能源约束观察:Data Center Knowledge 发布相关报道…

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FinancingA

电力与能源约束观察:Data Center Knowledge 发布相关报道(原文标题:Stargate Update: AI’s Biggest Data Center Buildout Meets Reality)

Summary

发布时间:2026-06-30;近 7 天补充观察,非 24 小时窗口内;细节以来源原文为准,本页不复述未核验扩展信息

Entities
No reliable data
Metrics / amount
No reliable data
Source
Data Center Knowledge
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

Data Center Knowledge
Financing A

AI 算力基础设施动态:HPCwire 发布相关报道,涉及 $35、$35 million、$60 million(原文标题:OXMIQ Rais…

Same-source item from the Chinese report. Verify details against the original linked source: AI 算力基础设施动态:HPCwire 发布相关报道,涉及 $35、$35 …

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FinancingA

AI 算力基础设施动态:HPCwire 发布相关报道,涉及 $35、$35 million、$60 million(原文标题:OXMIQ Raises $35M to Scale OxCore Architecture)

Summary

发布时间:2026-07-03;近 7 天补充观察,非 24 小时窗口内;可核验指标:$35、$35 million、$60 million;细节以来源原文为准,本页不复述未核验扩展信息

Entities
No reliable data
Metrics / amount
$35、$35 million、$60 million
Source
HPCwire
Reading note

Treat amounts, specifications, timing, and order implications as unverified until confirmed by the linked source or an official disclosure.

HPCwire
Video B

[WEBINAR] ASHRAE's 5th Edition of Thermal Guidelines: What's New and How …

Upsite Technologies · Query: ASHRAE data center cooling webinar。Useful for product, market, or deployment context.

Expand

[WEBINAR] ASHRAE's 5th Edition of Thermal Guidelines: What's New and How It Can Impact Your Facility

标准组织讲座 · Upsite Technologies · Query:ASHRAE data center cooling webinar

Open on YouTube
Video B

Major Changes to ASHRAE’s Fifth Edition of Thermal Guidelines: New Air-Co…

Upsite Technologies · Query: ASHRAE data center cooling webinar。Useful for product, market, or deployment context.

Expand

Major Changes to ASHRAE’s Fifth Edition of Thermal Guidelines: New Air-Cooled Class for High Density

标准组织讲座 · Upsite Technologies · Query:ASHRAE data center cooling webinar

Open on YouTube
Heat score B

产业热度指数 10/10

Same-source item from the Chinese report. Verify details against the original linked source: 产业热度指数 10/10

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Heat scoreB

Industry heat score 10/10

Details

The score reflects source coverage and topic density across 28 observed items. It is not an investment signal.

4. Video signals

The First US SMR Just Died — And It Took $1.4B With It ☢️

专家讲座 · Compute & Concrete · Query: AI datacenter power grid university lecture

Open on YouTube

[WEBINAR] ASHRAE's 5th Edition of Thermal Guidelines: What's New and How It Can Impact Your Facility

标准组织讲座 · Upsite Technologies · Query: ASHRAE data center cooling webinar

Open on YouTube

Collective Energy-Efficiency Approach to Data Center Networks Planning

学术讲座 · MyProjectBazaar · Query: IEEE data center energy efficiency lecture

Open on YouTube

DLS with Keren Bergmann: Scaling Energy-Efficient AI Systems Performance with Photonic Connectivity

学术讲座 · MPI for the Science of Light · Query: IEEE data center energy efficiency lecture

Open on YouTube

Energy-Efficient Management of Virtual Machines in Data Centers for Cloud Computing

学术讲座 · Anton Beloglazov · Query: IEEE data center energy efficiency lecture

Open on YouTube

Enhanced geothermal for AI data centers: Devilish or divine? | James F. Groves | TEDxChantilly HS

学术会议报告 · TEDx Talks · Query: AI data center energy conference keynote

Open on YouTube

Major Changes to ASHRAE’s Fifth Edition of Thermal Guidelines: New Air-Cooled Class for High Density

标准组织讲座 · Upsite Technologies · Query: ASHRAE data center cooling webinar

Open on YouTube

Panel Discussion: India’s Transition to Liquid Cooling for AI-Ready Data Centers

学术会议报告 · W.Media- South Asia & Middle East · Query: data center liquid cooling conference presentation

Open on YouTube

Sources

Collection notes

  • 论文池:已从本地论文池读取 20 条候选;池更新时间 2026-07-05 15:04。
  • When optional automation services are unavailable, this page uses traceable public sources and conservative rule-based summaries only; unverifiable facts are not filled in.
Data Center Dynamics 300MW data center campus proposed in Kent, UK Credibility: A Data Center Dynamics Equinix-occupied data center in Manchester, UK, sold to a new landlord - report Credibility: A Data Center Dynamics CPP Investments to pump $1.75 billion into EQT and EdgeConneX's AI data center build-out Credibility: A Data Center Dynamics New Jersey lawmakers pass bill to establish large load data center tariff Credibility: A Data Center Dynamics National Grid Ventures invests $1.75bn in Joulent for construction of gas plant powering 2GW Microsoft data center in Texas Credibility: A Data Center Dynamics Nebius signs 18MW lease with Merlin Properties at Spain data center - report Credibility: A Data Center Dynamics Texas Governor Abbott calls for data centers to be banned in rural areas Credibility: A Data Center Dynamics Amazon's carbon emissions grow by 16 percent in 2025, on the back of record data center capacity additions Credibility: A Data Center Dynamics German chemicals firm Wacker launches data center immersion fluid Credibility: A The Register Startup targets datacenters with 3D-printed nuclear reactor module Credibility: A The Register EU appears to find datacenter emissions easier to offset than lobbyists Credibility: A The Register Nvidia floats double-dipping datacenter financing scheme Credibility: A The Register SoftBank enters the rent-a-GPU race as America looks for support for AI training Credibility: A The Register Trouble keeps finding Supermicro as strange server shipments attract police attention in Taiwan and Singapore Credibility: A ServeTheHome ASRock Rack Had One of the First Arm AGI Servers at Computex 2026 Credibility: A Data Center Knowledge NERC Flags AI Data Center Grid Risks in Report Credibility: A Data Center Knowledge Texas Tests New Rules for AI Campuses Behind Existing Power Plants Credibility: A Data Center Knowledge New Data Center Developments: July 2026 Credibility: A Data Center Knowledge AI Interconnect Delays Spur $1.75B National Grid-Joulent Deal Credibility: A Data Center Knowledge Data Center Power Coalition Launches to Tackle AI’s Biggest Bottleneck Credibility: A Data Center Knowledge How Do Utilities Determine Which AI Data Centers Get Grid Access? Credibility: A Data Center Knowledge Why AI Data Centers Make Existing Power Plants More Valuable Credibility: A Data Center Knowledge Digital Realty Pays $3.5B for Blackstone Data Center Stakes Credibility: A Data Center Knowledge Stargate Update: AI’s Biggest Data Center Buildout Meets Reality Credibility: A Data Center Knowledge Rack-Based Environmental Monitoring: Benefits, Insights, and Getting Started Credibility: A HPCwire OXMIQ Raises $35M to Scale OxCore Architecture Credibility: A NVIDIA Blog NVIDIA BioNeMo Agent Toolkit Brings Accelerated AI to Life Sciences Researchers in Claude Science Credibility: S NVIDIA Blog How NVIDIA’s Inference Software Stack Powers the Lowest Token Cost Credibility: S NVIDIA Blog Claude Meets Blackwell Ultra: Anthropic’s Models Now Run on NVIDIA GB300 in Azure Credibility: S arXiv Grid-Interactive Thermal Management of AI Data Centers via Contextual Distributionally Robust Optimization Credibility: S arXiv Financing Artificial Intelligence Infrastructure: Mapping AI Infrastructure Investment and Compute Governance Across Africa Credibility: S arXiv Hot AI in Cold Space: Thermal-Crosstalk-Aware Scheduling for Sustainable Orbital AI Clusters Credibility: S arXiv A Bilevel Framework for Data Center-Grid Coordination with DLMPs in Unbalanced Three-Phase Distribution Systems Credibility: S arXiv AI Data Centers and the Water Use Feedback Loop Credibility: S arXiv GaN Power Devices and Converter Architectures for AI Data Centers: Efficiency, Reliability, and Deployment Pathways Credibility: S arXiv From Tokens to Energy Flexibility: Quantization-Enabled Demand Response for Data Centers with LLM Inference Workloads Credibility: S arXiv Spatial Load Correlation in AI Data-Center-Dominated Power Systems Credibility: S arXiv 计算机科学 https://arxiv.org/search/cs?query=data+center+cooling+liquid+thermal&searchtype=all Credibility: S NVIDIA 数据中心 https://www.nvidia.com/en-us/data-center/ Credibility: S 开放计算项目 OCP https://www.opencompute.org/ Credibility: S ASHRAE 技术资源 https://www.ashrae.org/technical-resources Credibility: S 工信部 https://www.miit.gov.cn/ Credibility: S 中国信通院 https://www.caict.ac.cn/ Credibility: S Data Center Dynamics https://www.datacenterdynamics.com/en/rss/ Credibility: A The Register https://www.theregister.com/headlines.atom Credibility: A ServeTheHome https://www.servethehome.com/feed/ Credibility: A Data Center Knowledge https://www.datacenterknowledge.com/rss.xml Credibility: A HPCwire https://www.hpcwire.com/feed/ Credibility: A NVIDIA Blog https://blogs.nvidia.com/feed/ Credibility: S